Wealth Management Associate

Gray Private Wealth, LLC; Canton (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth clients. You will help implement investment strategies, communicate with clients, and contribute to firm operations and reporting.

The ideal candidate has 3–5 years in financial services, strong written/verbal communication, and proficiency with Excel and MS Office.

Qualifications

• Bachelor's degree required.
• 3–5 years of experience in financial services.

Responsibilities

• Support client portfolio management for high-net-worth clientele.
• Assist with investment strategies and client communications.
• Contribute to firm operations including reporting, trading, and marketing.

Skills

Written communication

Verbal communication

Organizational skills

Attention to detail

Multi-tasking

Relationship management

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Wealth Management Associate

Full Time Professional Canton, MA, US

26 days ago Requisition ID: 1160

Salary Range: $80,000.00 To $120,000.00 Annually

Wealth Management Associate

Gray Private Wealth

About Our Firm:

Gray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.

We seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm's client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.

Primary Responsibilities & Duties: Client Portfolio Management and Firm Operations

• Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clientele
• Support rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect's unique objectives and considerations
• Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projects
• Participation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing

Desired Qualifications:

The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:

• Strong academic achievements with a bachelor's degree
• At least 3-5 years of experience in the financial services industry
• Clear and effective written and verbal communication skills
• Ability to think creatively and strategically
• Strong organizational skills and attention to detail
• Ability to multi-task and prioritize competing demands in a fast-paced environment
• Strong presence, with ability to interact with senior leadership
• Ability to develop and maintain a strong client relationship
• Proficiency in Microsoft Office suite
• Strong proficiency in Excel
• Desire to pursue CFA/CFP designation, not required but helpful